User GuideWorkflows

Workflows

Copinance OS supports multiple types of workflows for stock research.

Static Workflows

Static workflows follow a predefined analysis pipeline with consistent steps.

What It Does

  1. Fetches stock information
  2. Gets current market quote
  3. Retrieves historical price data (timeframe-dependent)
  4. Gets fundamental data
  5. Calculates key metrics and trends
  6. Generates analysis summary

When to Use

  • ✅ Consistent, repeatable analysis
  • ✅ No API key required
  • ✅ Fast execution
  • ✅ Comprehensive coverage

Example

copinance research run AAPL --workflow static --timeframe mid_term

Agentic Workflows

Agentic workflows use AI to dynamically analyze stocks based on your questions.

What It Does

  1. Understands your question
  2. Selects appropriate tools (data providers)
  3. Gathers relevant data
  4. Analyzes and synthesizes information
  5. Provides tailored answer adapted to your financial literacy level

When to Use

  • ✅ Custom questions and analysis
  • ✅ Adaptive to specific needs
  • ✅ Natural language interaction
  • ✅ Personalized responses based on financial literacy level
  • ⚠️ Requires Gemini API key

Example

copinance research ask AAPL "What are the key financial risks?"

Setup Required

See Configuration for setting up Gemini API key.

Timeframes

Both workflow types adapt to the research timeframe:

Short-term

  • Focus: Recent price movements, technical indicators
  • Data: Last 30 days, daily intervals
  • Use case: Trading decisions

Mid-term

  • Focus: Quarterly fundamentals, price trends
  • Data: Last 6 months, daily intervals
  • Use case: Swing trading

Long-term

  • Focus: Annual fundamentals, long-term trends
  • Data: Last 2 years, weekly intervals
  • Use case: Investment decisions

Fundamentals Workflows

Fundamentals workflows focus specifically on fundamental analysis and financial metrics.

What It Does

  1. Retrieves comprehensive fundamental data
  2. Analyzes financial statements
  3. Calculates key financial ratios
  4. Provides fundamental metrics and trends

When to Use

  • ✅ Deep fundamental analysis
  • ✅ Financial statement review
  • ✅ Ratio analysis
  • ✅ No API key required

Example

copinance research run AAPL --workflow fundamentals --timeframe long_term

Choosing a Workflow

Use Static if:

  • You want consistent, comprehensive analysis
  • You don’t have an API key
  • You need fast results

Use Agentic if:

  • You have specific questions
  • You want adaptive analysis
  • You have an API key configured

Use Fundamentals if:

  • You need detailed financial analysis
  • You want to focus on financial statements and ratios
  • You don’t need AI-powered insights

Research Lifecycle: Create, Execute, and Run

Copinance OS provides three commands for managing research: create, execute, and run. Each serves a different purpose in the research lifecycle.

The Three Commands

  1. create - Creates a research task without executing it

    • Prepares research with specific configuration
    • Returns a research ID for later use
    • Useful for batch processing and scheduling

  2. execute - Executes an existing research by ID

    • Can be called multiple times on the same research
    • Allows re-running with different contexts or questions
    • Useful for iterative analysis

  3. run - Creates and executes in one command

    • Convenience method for quick analysis
    • Best for one-off research tasks
    • No need to manage research IDs

When to Use Each

Use create when:

  • You want to prepare research tasks in advance
  • You’re setting up multiple research tasks for batch processing
  • You need to schedule research for later execution
  • You want to configure research before running it

Use execute when:

  • You have an existing research ID from a previous create command
  • You want to re-run research with updated data
  • You need to run the same research with different questions/contexts
  • You’re doing iterative analysis on the same stock

Use run when:

  • You want quick one-off analysis
  • You don’t need to save or reuse the research
  • You’re doing exploratory research
  • You’re testing workflows

Example Workflows

Batch Processing:

# Create multiple research tasks
copinance research create AAPL --workflow static
copinance research create MSFT --workflow static
copinance research create GOOGL --workflow static
 
# Execute them later (or in parallel)
copinance research execute <research-id-1>
copinance research execute <research-id-2>
copinance research execute <research-id-3>

Iterative Analysis:

# Create research once
copinance research create AAPL --workflow agentic
 
# Execute with different questions
copinance research execute <research-id> --question "What are the key risks?"
copinance research execute <research-id> --question "What is the growth outlook?"

Quick Analysis:

# One command for quick results
copinance research run AAPL --workflow static

Next Steps

CLI ReferenceConfiguration